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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,136 | $79,209-58.2% | $102,434-67.7% | $74,459-55.5% |
| Participation rate | 89.1% | 74.8%+14.3pp | 76.5%+12.6pp | 67.2%+21.9pp |
| Annual return | 14.77% | 54.98%-40.2pp | 29.46%-14.7pp | 1369.70%-1354.9pp |
| Employer contribution / active EE | $1,574 | $2,362-33.4% | $3,023-47.9% | $2,626-40.0% |
| Participant deferral / active EE | $4,632 | $4,417+4.9% | $5,055-8.4% | $4,350+6.5% |
| Admin fee / account holder | $598 | $2,002-70.1% | $9,462-93.7% | $1,945-69.2% |